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There needs to be mechanisms in place to encourage Australians to understand investment risks they are taking and to consider other forms of protection, industry associations believe.
Financial advisers and product providers alike have been inwardly too focused on their own internal business models and less focused on clients but there is an opportunity for advisers to grow their client base this year, BT believes.
This year advisers will have help clients manage the impact of market events on their portfolios and position for what could be a very turbulent year, Lifespan Financial Planning believes.
Financial advisers can use 2022 as a year of opportunity to build and make their business more efficient given there will be no major regulatory changes over the next year, the Financial Planning Association of Australia believes.
Advice practices which can show they are able to scale up their business via the introduction of new talent are going to be the most valuable firms going forward.
